Cara Colvert (CRD# 5534662) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fremont, NE and has over 6 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Fremont, NE | Jan 2020 - Current | 4 |
| State Farm Vp Management Corp. | Fremont, NE | Jan 2020 - Current | 4 |
| Cara Colvert Insurance Agency | Fremont, NE | Jan 2020 - Current | 4 |
| State Farm Insurance | Bennington, NE | Aug 2018 - Dec 2019 | 1 |
| State Farm Vp Management Corp. | Bennington, NE | Aug 2018 - Dec 2019 | 1 |
| State Farm Investment Management Corp | Benninton, NE | Aug 2018 - Dec 2019 | 1 |
| State Farm Vp Management Corp | Omaha, NE | Apr 2018 - Jul 2018 | < 1 |
| State Farm Insurance | Omaha, NE | Apr 2018 - Jul 2018 | < 1 |
| State Farm Vp Management Corp | Bennington, NE | Mar 2018 - Apr 2018 | < 1 |
| State Farm Insurance | Bennington, NE | Mar 2018 - Apr 2018 | < 1 |
| State Farm Insurance | Bennington, NE | Aug 2015 - Mar 2018 | 2 |
| State Farm Insurance | Lavista, NE | Oct 2013 - Aug 2015 | 1 |
| State Farm Vp Management Corp | Lavista, NE | Oct 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- IA
- KS
- NE
- SD
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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